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Duke Energy

2,321 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,041 increasing their positions, 757 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.44%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,321
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$109M
2 -$82.5M
3 -$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
1826
Patrick M. Sweeney & Associates
Illinois
$259K
KIM
1827
Kestra Investment Management
Texas
$258K
BF
1828
bLong Financial
Tennessee
$258K
PCA
1829
Peddock Capital Advisors
Massachusetts
$257K
FC
1830
Financial Consulate
Maryland
$256K
PTB
1831
Pioneer Trust Bank
Oregon
$256K
Financial Engines Advisors
1832
Financial Engines Advisors
California
$256K
BI
1833
Binnacle Investments
Iowa
$256K
BW
1834
Balance Wealth
Ohio
$256K
WFA
1835
Wellspring Financial Advisors
Ohio
$255K
SA
1836
Shilanski & Associates
Alaska
$254K
PWPS
1837
Pinnacle Wealth Planning Services
Ohio
$253K
SCM
1838
Sunbeam Capital Management
Georgia
$252K
OWM
1839
OneAscent Wealth Management
Alabama
$252K
CCA
1840
Clearwater Capital Advisors
Illinois
$251K
RWM
1841
Riverbend Wealth Management
South Carolina
$251K
LPT
1842
Legacy Private Trust
Wisconsin
$251K
TW
1843
TritonPoint Wealth
Maryland
$250K
CWM
1844
CarsonAllaria Wealth Management
Illinois
$250K
CCM
1845
Canal Capital Management
Virginia
$250K
PWA
1846
Physician Wealth Advisors
Utah
$250K
GF
1847
Gries Financial
Ohio
$250K
CWIG
1848
Chung Wu Investment Group
Texas
$250K
PP
1849
Patron Partners
Texas
$250K
LSIA
1850
LaSalle St. Investment Advisors
Illinois
$249K